Thomas Gershman, Financial Advisor located in Marshfield, WI

Financial Advisor
Thomas R Gershman

AAMS®, CRPC™
554 South Central Avenue, Marshfield, WI 54449opens in a new window
Client by Referral
Serving clients of all asset levels
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Focus Areas

  • Entrepreneurs & Business Owners
  • Healthcare Professionals
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Wealth Strategies

Financial Advisor Certifications

  • AAMS®

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Community Outreach
  • Outdoor Enthusiast
  • Record Collecting
  • Technology
  • Wine Collecting/Enthusiast

Team Members

  • Dawn McDonald
    Sr. Branch Office Administrator
  • Sheila Jantz
    Branch Office Administrator
  • Kenneth Kies
    Associate Financial Advisor Trainee

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(715) 387-8662

Fax

(888) 267-5288

Office Address

554 South Central Avenue
Marshfield, WI 54449opens in a new window

Mailing address

Po Box 1016
Marshfield, WI 54449

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